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Strengthening Families & Communities LLC’s Welltower WELL Stock Holding History

Strengthening Families & Communities LLC’s Portfolio WELL Stock Details WELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.2K Buy
+58
New +$12.3K ﹤0.01% 339
2026
Q1 		– Sell
-6
Closed -$1.11K – 666
2025
Q4 		$1.11K Sell
6
-5
-45% -$934 ﹤0.01% 344
2025
Q3 		$1.97K Sell
11
-1
-8% -$164 ﹤0.01% 495
2025
Q2 		$1.85K Buy
12
+5
+71% +$747 ﹤0.01% 291
2025
Q1 		$1.07K Buy
7
+1
+17% +$142 ﹤0.01% 320
2024
Q4 		$1K Hold
6
– – ﹤0.01% 326
2024
Q3 		$768 Hold
6
– – ﹤0.01% 499
2024
Q2 		$1K Buy
+6
New +$588 ﹤0.01% 594

Other funds holding WELL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Strengthening Families & Communities LLC's WELL Position: Q2 2026 in Review

Strengthening Families & Communities LLC opened a new position in Welltower (WELL) in Q2 2026: 58 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #339 among its holdings. This is a return to the name: Strengthening Families & Communities LLC previously reported a position in WELL as recently as Q4 2025.

Strengthening Families & Communities LLC first reported a position in WELL in Q2 2024 and has held it in 8 quarters since. 1,589 funds tracked by Wall St. Rank hold WELL as of Q2 2026.

  • Strengthening Families & Communities LLC held 58 shares of Welltower worth $13.2K as of Q2 2026.
  • Welltower was a new Strengthening Families & Communities LLC position in Q2 2026.
  • Welltower made up ﹤0.01% of Strengthening Families & Communities LLC's portfolio in Q2 2026, its #339 holding.
  • Strengthening Families & Communities LLC first reported a position in Welltower in Q2 2024 and has held it in 8 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Welltower as of Q2 2026.

Based on Strengthening Families & Communities LLC's 13F filing for Q2 2026, filed 11 Aug 2026.